RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
Wells Fargo
| Qualified plan adviser votes | 64 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 14.8% | ||
| Somewhat favorable | 23.7% | ||
| Not favorable | 19.5% | ||
| No opinion | 42.0% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 14.2% | ||
| Worked with a few times | 29.1% | ||
| Worked with once | 12.2% | ||
| Never worked with | 44.6% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to midsize plans | 5 votes | ||
| 2 Overall service to small plans | 4 votes | ||
| 3 Adviser support post-sale | 2 votes | ||
| 3 Best value for price | 2 votes | ||